In this second part, we discuss some of the powerful levers that the REA Group has at its disposal to increase its share of the Australian real estate industry economics. We also list the numerous other valuable real options it holds within its portfolio.
REA Group holds one of the most privileged positions in real estate sector in the world. Within its home market of Australia, ~65% of the adult population visit the realestate.com.au website every month, a number that keeps growing!
Unity Software is the undisputed global leader in mobile gaming. Games made with Unity’s engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity.
The pandemic created a hole in many people’s fitness requirements which shifted out of gyms and into homes. The question now becomes whether this shift will reverse over time (transient demand) or prove to be more durable (acceleration of adoption)
An excerpt from our Montaka Monocle which looks inside our portfolio to show you what businesses we own and why we own them. In this blog you’ll see highlights from the most recent reporting season for our major holdings.
We have written in the past about Apple’s upcoming App Tracking Transparency (ATT) changes and their impact on ad publishers. In recent days, information has emerged that throws a spanner in the works for Apple’s plan.
The profound impact FB has on society by creating and fostering opportunities for small businesses to efficiently and cheaply get their products discovered by consumers is often overlooked.
Many structural winners today enjoy embedded real options in their business models that did not appear on their financial statements but significantly altered the direction of their futures. In this article, we look at some examples of real options in digital businesses.
In a world of many high-flying, high-multiple, profitless tech stocks, it is rare these days to find genuine earnings growth at dirt cheap prices. And yet, the world’s leading alternative asset managers appear to offer investors exactly this.
Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it’s rarely true.
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